Running conceptual analytics from the viewer

You can run conceptual analytics operations (categorization, concept search, keyword expansion, and find similar documents) directly from the viewer as long as the following conditions are met:

  • A conceptual analytics index is active.
  • The document is part of the data source of the index.
  • The document is opened in the Native Viewer or Extracted Text Viewer.

See these related pages:

Special considerations

Note the following special considerations about running conceptual analytics operations:

  • The following security permissions are required to run the operations:
    Object SecurityTab Visibility
    • Document - View
    • Analytics Index - View
    • Analytics Categorization Set - View, Edit, Add
    • Analytics Categorization Category - View, Edit, Add
    • Analytics Example - View, Edit, Add
    		Documents
  • In order to run an operation from the viewer, the document must be in the data set of an active Analytics index.
  • You can only run operations in the Native Viewer and Extracted Text Viewer.

Running a concept search from the viewer

To run a concept search from the viewer, perform the following steps:

  1. Select a document from the document list, and then open it in the Native Viewer or Extracted Text Viewer. This is your primary document.
  2. Select a section of text, and then right-click the text.
  3. Select Concept Search from the right-click menu.

Once the operation is executed, the Documents list pane opens and displays the Concept Search tab, which contains documents that contain the concept the query expresses. This tab contains the following information about the results:

  • Rank - the conceptual similarity of the document to the primary document. The higher the rank, the higher the relevance to the query. A rank of 100 represents the closest possible distance. The rank doesn't indicate the percentage of shared terms or the percentage of the document that isn't relevant.
  • Control Number - the control number of the document.

Note: If there are more than 10,000 results, only the first 10,000 will display in the Viewer.

The search text is automatically added to a textbox, which you can edit and then click Search to update your results.

The results are sorted by rank. The minimum concept rank used for the concept search is 60. This value isn't configurable.

Concept search results

Note: The rank measures the conceptual distance between the query text and the searchable documents in the conceptual index. The higher the rank, the higher the relevance to the query. A rank of 100 represents the closest possible distance. The rank doesn't indicate the percentage of shared terms or the percentage of the document that isn't relevant.

Running find similar documents from the viewer

To find similar documents, perform the following steps:

  1. Select a document from the document list and open it in the Native Viewer or Extracted Text Viewer. This is your primary document.
  2. Click the View Similar Documents button at the bottom of the viewer. Alternatively, right-click in the white space of the document and select Find Similar Documents

When the operation is executed, all of the unfiltered text of the document is used as the query. The Documents list pane opens and displays the Similar Documents tab, which contains other conceptually similar documents. This tab contains the following information about the results:

  • Rank - the conceptual similarity of the document to the primary document. The higher the rank, the higher the relevance to the query. A rank of 100 represents the closest possible distance. The rank doesn't indicate the percentage of shared terms or the percentage of the document that isn't relevant.
  • Control Number - the control number of the document.

Note: If there are more than 10,000 results, only the first 10,000 will display in the Viewer.

Running keyword expansion from the viewer

To run keyword expansion, perform the following steps:

  1. Select a document from the document list and open it in the Native Viewer or Extracted Text Viewer. This is your primary document.
  2. Select a section of text, and then right-click the text.
  3. Select Keyword Expansion from the right-click menu.

Once the operation is executed, the Documents list pane opens and displays the Keyword Expansion tab, which contains keywords that represent concepts similar to the search terms. This tab contains the following information about the results:

  • Rank - the conceptual similarity of the document to the primary document. The higher the rank, the higher the relevance to the query. A rank of 100 represents the closest possible distance. The rank doesn't indicate the percentage of shared terms or the percentage of the document that isn't relevant.
  • Keyword - the keyword that represents similar concepts to your search text.

The search text is automatically added to a textbox, which you can edit and then click Search to update your results.

Once the conceptual analytics operation is executed, the following takes place:

  1. The breadcrumb navigation includes Conceptual Analytics if you have run a concept search, find similar documents, or keyword expansion. If you navigate back to the Documents tab, this breadcrumb is removed.
  2. The Documents list panel updates to display the results of the operation.
  3. The document navigation updates to display the number of documents returned by the operation.

If you have more than one active index, the Select Index icon displays in the upper-right of the card. The oldest active index (lowest Artifact ID) is chosen by default. To change indexes, click on the Select Index icon and select a different active index from the drop-down menu.